Billy SmartOS for Trade Contractors & Home Services
Track leads, follow up on estimates, and keep every project organized from first call to finished job.
The Business Problem
Contractors spend their days on job sites, not at a desk. Inquiries come in through calls, texts, and website forms at all hours. Without a system to capture and follow up on every lead, estimates go unsent and prospects hire the contractor who responded first.
How It Works
- 1Homeowners submit a project inquiry through your website with project type and details.
- 2Billy SmartOS logs the lead and organizes it in your pipeline by project stage.
- 3Automated follow-up keeps the inquiry warm while you finish your current job.
- 4Estimates and proposals are sent through the system and tracked to acceptance.
- 5After project completion, review requests help build your local reputation.
What Billy SmartOS Can Do for This Industry
Project Inquiry Forms
Capture project type, scope, and contact details in a structured form.
Sales Pipeline
Track every lead from inquiry to estimate to booked project.
Estimates & Proposals
Send professional estimates and track them to acceptance.
Automated Follow-Up
Stay in touch with leads until they're ready to move forward.
Missed-Call Text-Back
Automatically respond when you can't pick up on a job site.
Review Requests
Request reviews after completed projects to build trust.
Setup Requirements
- Trade specialties, service area, and typical project types
- Connected booking calendar for consultations and estimates
- Approved estimate and follow-up messaging
- Review of customer communication before activation
Frequently Asked Questions
Can I send estimates through the system?
Yes. Professional estimates and proposals can be generated and sent through Billy SmartOS, with tracking to see when they are viewed and accepted.
What happens when I miss a call on a job site?
Missed-call text-back can automatically send a helpful response so the caller knows their inquiry was received and will be followed up.
Can I track projects at different stages?
Yes. Your sales pipeline organizes leads by stage, from initial inquiry through estimate, proposal, and booked project.